| Symbol | Company | Relationship | Holdings Value | Past Year Net Change | Change % | Report Period |
|---|---|---|---|---|---|---|
| NSP | INSPERITY, INC. | Director | $896K | +$173K | +23.9% | Aug 4, 2025 |
| WHG | WESTWOOD HOLDINGS GROUP INC | Director | $785K | Apr 30, 2025 |
| Sym | Company | Class | Transaction | % | Value $ | * Price $ | Shares | Shares After | Date | Ownership |
|---|